Project Manager - AUM & Flow Reporting - Contract
- Employer
- McCabe & Barton
- Location
- UK
- Salary
- Competitive
- Closing date
- 6 May 2021
View more
- Sector
- Technology & New Media
- Contract Type
- Permanent
Job Details
Main Duties & Responsibilities
Qualification and Requirements
Personal Attributes
- Accountable for the successful execution of the project.
- Manage vendor selection process and implementation.
- Support the business in defining target operating model
- Manage 3rd party data providers
- Manage the build and test of integrations between external and internal data sources and the chosen vendor solution
- Monitor and report on progress to all Stakeholders through steering committees and working parties
- Facilitate the definition of project scope, requirements, and deliverables
- Define project tasks, develop, and track project plans
- Manage project budget and monitor benefit realisation
- Responsible for RAID management
Qualification and Requirements
- Experience of managing significant data and reporting projects involving Investment, Accounting, and Transfer Agency data within the Asset Management domain
- Experience of managing an AUM and Flow reporting implementation within an Asset Management business
- Experience of managing a vendor selection process, and managing 3rd party product implementations
- Strong knowledge of the fund distribution industry, especially in the UK and Europe
- Experience in defining Asset Management operating models for Distribution and Finance (Revenue calculation)
- Experience with CRM implementation and upgrade projects
Personal Attributes
- Stakeholder Management
- Communication
- Influencing and Leading
- Resilience
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